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BELFOR GROUP 401(K) PLAN 401k Plan overview

Plan NameBELFOR GROUP 401(K) PLAN
Plan identification number 001

BELFOR GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

BELFOR USA GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BELFOR USA GROUP, INC.
Employer identification number (EIN):841309171
NAIC Classification:236200

Additional information about BELFOR USA GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3360073

More information about BELFOR USA GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELFOR GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRIS JONES
0012016-01-01CHRIS JONES
0012015-01-01CHRIS JONES
0012014-01-01CHRIS JONES
0012013-01-01CHRIS JONES
0012012-01-01CHRIS JONES
0012011-01-01CHRIS JONES
0012010-01-01CHRIS JONES
0012009-01-01MEGAN OGORMAN JOSEPH CIOLINO2010-10-15

Plan Statistics for BELFOR GROUP 401(K) PLAN

401k plan membership statisitcs for BELFOR GROUP 401(K) PLAN

Measure Date Value
2022: BELFOR GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,491
Total number of active participants reported on line 7a of the Form 55002022-01-012,180
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01382
Total of all active and inactive participants2022-01-012,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-012,586
Number of participants with account balances2022-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: BELFOR GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,413
Total number of active participants reported on line 7a of the Form 55002021-01-012,064
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01344
Total of all active and inactive participants2021-01-012,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-012,434
Number of participants with account balances2021-01-011,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: BELFOR GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,495
Total number of active participants reported on line 7a of the Form 55002020-01-012,096
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01270
Total of all active and inactive participants2020-01-012,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-012,382
Number of participants with account balances2020-01-011,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0142
2019: BELFOR GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,460
Total number of active participants reported on line 7a of the Form 55002019-01-012,226
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01214
Total of all active and inactive participants2019-01-012,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-012,461
Number of participants with account balances2019-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: BELFOR GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,517
Total number of active participants reported on line 7a of the Form 55002018-01-012,209
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01198
Total of all active and inactive participants2018-01-012,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,422
Number of participants with account balances2018-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: BELFOR GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,336
Total number of active participants reported on line 7a of the Form 55002017-01-012,196
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01214
Total of all active and inactive participants2017-01-012,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,421
Number of participants with account balances2017-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: BELFOR GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,185
Total number of active participants reported on line 7a of the Form 55002016-01-012,099
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-012,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,293
Number of participants with account balances2016-01-011,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: BELFOR GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,138
Total number of active participants reported on line 7a of the Form 55002015-01-012,013
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,163
Number of participants with account balances2015-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: BELFOR GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,948
Total number of active participants reported on line 7a of the Form 55002014-01-011,891
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01195
Total of all active and inactive participants2014-01-012,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,092
Number of participants with account balances2014-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: BELFOR GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,314
Total number of active participants reported on line 7a of the Form 55002013-01-011,758
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01150
Total of all active and inactive participants2013-01-011,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,914
Number of participants with account balances2013-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: BELFOR GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,763
Total number of active participants reported on line 7a of the Form 55002012-01-012,134
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-012,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-012,277
Number of participants with account balances2012-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: BELFOR GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,544
Total number of active participants reported on line 7a of the Form 55002011-01-011,567
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-011,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,705
Number of participants with account balances2011-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: BELFOR GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,474
Total number of active participants reported on line 7a of the Form 55002010-01-011,435
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01106
Total of all active and inactive participants2010-01-011,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,544
Number of participants with account balances2010-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: BELFOR GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,494
Total number of active participants reported on line 7a of the Form 55002009-01-011,371
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01101
Total of all active and inactive participants2009-01-011,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,474
Number of participants with account balances2009-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01301

Financial Data on BELFOR GROUP 401(K) PLAN

Measure Date Value
2022 : BELFOR GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-14,642,909
Total of all expenses incurred2022-12-31$10,882,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,689,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,231,608
Value of total assets at end of year2022-12-31$122,392,157
Value of total assets at beginning of year2022-12-31$147,917,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$193,127
Total interest from all sources2022-12-31$437,099
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,613,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,613,304
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,883,112
Participant contributions at end of year2022-12-31$2,404,395
Participant contributions at beginning of year2022-12-31$2,711,135
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$376,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,353
Administrative expenses (other) incurred2022-12-31$163,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,525,309
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,392,157
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$147,917,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$105,114,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$129,806,077
Interest on participant loans2022-12-31$142,462
Interest earned on other investments2022-12-31$294,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,872,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,398,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,924,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,972,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,689,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : BELFOR GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$28,902,776
Total of all expenses incurred2021-12-31$11,275,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,862,966
Expenses. Certain deemed distributions of participant loans2021-12-31$13,451
Value of total corrective distributions2021-12-31$57,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,396,085
Value of total assets at end of year2021-12-31$147,917,466
Value of total assets at beginning of year2021-12-31$130,290,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$341,653
Total interest from all sources2021-12-31$457,145
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,725,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,725,085
Administrative expenses professional fees incurred2021-12-31$8,138
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,195,564
Participant contributions at end of year2021-12-31$2,711,135
Participant contributions at beginning of year2021-12-31$2,608,104
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$293,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,685
Administrative expenses (other) incurred2021-12-31$213,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,626,946
Value of net assets at end of year (total assets less liabilities)2021-12-31$147,917,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,290,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$120,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$129,806,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,185,398
Interest on participant loans2021-12-31$150,470
Interest earned on other investments2021-12-31$306,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,398,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,494,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,324,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,906,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,862,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : BELFOR GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$28,276,595
Total of all expenses incurred2020-12-31$12,450,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,187,377
Expenses. Certain deemed distributions of participant loans2020-12-31$338
Value of total corrective distributions2020-12-31$24,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,667,931
Value of total assets at end of year2020-12-31$130,290,520
Value of total assets at beginning of year2020-12-31$114,464,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$238,035
Total interest from all sources2020-12-31$483,365
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,054,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,054,541
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,932,940
Participant contributions at end of year2020-12-31$2,608,104
Participant contributions at beginning of year2020-12-31$2,329,507
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$547,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,166
Administrative expenses (other) incurred2020-12-31$208,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,826,047
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,290,520
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,464,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$112,185,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$96,917,817
Interest on participant loans2020-12-31$148,140
Interest earned on other investments2020-12-31$335,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,494,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,212,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,070,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,187,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,187,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : BELFOR GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$29,858,889
Total of all expenses incurred2019-12-31$8,966,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,682,579
Expenses. Certain deemed distributions of participant loans2019-12-31$-1,169
Value of total corrective distributions2019-12-31$27,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,310,924
Value of total assets at end of year2019-12-31$114,464,473
Value of total assets at beginning of year2019-12-31$93,572,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$257,663
Total interest from all sources2019-12-31$477,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,517,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,517,482
Administrative expenses professional fees incurred2019-12-31$4,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,610,449
Participant contributions at end of year2019-12-31$2,329,507
Participant contributions at beginning of year2019-12-31$2,169,014
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$329,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,572
Administrative expenses (other) incurred2019-12-31$213,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,892,401
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,464,473
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,572,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$96,917,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,605,722
Interest on participant loans2019-12-31$139,826
Interest earned on other investments2019-12-31$338,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,212,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,794,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,552,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,371,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,682,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : BELFOR GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,649,296
Total of all expenses incurred2018-12-31$7,281,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,891,258
Expenses. Certain deemed distributions of participant loans2018-12-31$31,574
Value of total corrective distributions2018-12-31$104,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,695,804
Value of total assets at end of year2018-12-31$93,572,072
Value of total assets at beginning of year2018-12-31$97,203,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$253,747
Total interest from all sources2018-12-31$425,224
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,620,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,620,062
Administrative expenses professional fees incurred2018-12-31$13,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,934,248
Participant contributions at end of year2018-12-31$2,169,014
Participant contributions at beginning of year2018-12-31$2,084,275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$609,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,059
Administrative expenses (other) incurred2018-12-31$210,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,631,835
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,572,072
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,203,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,605,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$81,504,458
Interest on participant loans2018-12-31$119,980
Interest earned on other investments2018-12-31$305,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,794,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,613,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,091,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,152,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,891,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : BELFOR GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$21,713,290
Total of all expenses incurred2017-12-31$6,053,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,799,034
Expenses. Certain deemed distributions of participant loans2017-12-31$11,936
Value of total corrective distributions2017-12-31$44,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,453,769
Value of total assets at end of year2017-12-31$97,203,907
Value of total assets at beginning of year2017-12-31$81,543,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$197,989
Total interest from all sources2017-12-31$395,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,197,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,238,983
Participant contributions at end of year2017-12-31$2,084,275
Participant contributions at beginning of year2017-12-31$2,267,346
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$287,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,189
Administrative expenses (other) incurred2017-12-31$147,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,660,235
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,203,907
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,543,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$81,504,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,910,594
Income. Interest from US Government securities2017-12-31$282,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$112,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,613,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,363,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,665,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,927,637
Income. Dividends from common stock2017-12-31$1,197,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,799,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : BELFOR GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$12,134,730
Total of all expenses incurred2016-12-31$6,024,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,694,477
Expenses. Certain deemed distributions of participant loans2016-12-31$40,017
Value of total corrective distributions2016-12-31$58,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,841,644
Value of total assets at end of year2016-12-31$81,543,672
Value of total assets at beginning of year2016-12-31$75,433,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$231,198
Total interest from all sources2016-12-31$356,782
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$996,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$996,837
Administrative expenses professional fees incurred2016-12-31$13,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,751,906
Participant contributions at end of year2016-12-31$2,267,346
Participant contributions at beginning of year2016-12-31$2,384,554
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$298,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,897
Administrative expenses (other) incurred2016-12-31$168,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,110,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,543,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,433,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,910,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$62,551,346
Interest on participant loans2016-12-31$117,191
Interest earned on other investments2016-12-31$239,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,363,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,495,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,939,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,791,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,694,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : BELFOR GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,571,673
Total of all expenses incurred2015-12-31$4,808,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,453,643
Expenses. Certain deemed distributions of participant loans2015-12-31$13,722
Value of total corrective distributions2015-12-31$142,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,684,605
Value of total assets at end of year2015-12-31$75,433,341
Value of total assets at beginning of year2015-12-31$72,670,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$198,347
Total interest from all sources2015-12-31$299,058
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$894,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$894,058
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,509,417
Participant contributions at end of year2015-12-31$2,384,554
Participant contributions at beginning of year2015-12-31$2,091,027
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$565,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,169
Administrative expenses (other) incurred2015-12-31$198,347
Total non interest bearing cash at beginning of year2015-12-31$52,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,763,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,433,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,670,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$62,551,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$60,072,216
Interest on participant loans2015-12-31$113,073
Interest earned on other investments2015-12-31$185,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,495,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,452,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-306,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,609,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,453,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : BELFOR GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$9,371,693
Total of all expenses incurred2014-12-31$4,164,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,986,137
Expenses. Certain deemed distributions of participant loans2014-12-31$6,038
Value of total corrective distributions2014-12-31$98,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,824,317
Value of total assets at end of year2014-12-31$72,670,136
Value of total assets at beginning of year2014-12-31$67,463,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,651
Total interest from all sources2014-12-31$285,767
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$803,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$803,611
Administrative expenses professional fees incurred2014-12-31$60,506
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,148,222
Participant contributions at end of year2014-12-31$2,091,027
Participant contributions at beginning of year2014-12-31$2,059,349
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$143,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$947
Administrative expenses (other) incurred2014-12-31$13,145
Total non interest bearing cash at end of year2014-12-31$52,960
Total non interest bearing cash at beginning of year2014-12-31$93,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,207,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,670,136
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,463,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$60,072,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,896,547
Interest on participant loans2014-12-31$98,128
Interest earned on other investments2014-12-31$187,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,452,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,412,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,457,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,532,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,986,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : BELFOR GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$17,263,887
Total of all expenses incurred2013-12-31$4,685,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,564,488
Expenses. Certain deemed distributions of participant loans2013-12-31$16,829
Value of total corrective distributions2013-12-31$87,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,604,372
Value of total assets at end of year2013-12-31$67,463,101
Value of total assets at beginning of year2013-12-31$54,884,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,973
Total interest from all sources2013-12-31$283,127
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$641,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$641,206
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,820,647
Participant contributions at end of year2013-12-31$2,059,349
Participant contributions at beginning of year2013-12-31$1,839,268
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$346,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,010
Administrative expenses (other) incurred2013-12-31$16,973
Total non interest bearing cash at end of year2013-12-31$93,267
Total non interest bearing cash at beginning of year2013-12-31$65,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,578,367
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,463,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,884,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,896,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,420,196
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,551,634
Interest on participant loans2013-12-31$105,933
Interest earned on other investments2013-12-31$177,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,412,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,716,873
Net investment gain/loss from pooled separate accounts2013-12-31$18,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,437,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,564,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : BELFOR GROUP 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$136,355
Total income from all sources (including contributions)2012-12-31$11,233,067
Total of all expenses incurred2012-12-31$4,097,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,862,499
Expenses. Certain deemed distributions of participant loans2012-12-31$89,073
Value of total corrective distributions2012-12-31$137,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,494,540
Value of total assets at end of year2012-12-31$54,884,734
Value of total assets at beginning of year2012-12-31$47,613,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,035
Total interest from all sources2012-12-31$94,156
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$741,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$741,805
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,664,045
Participant contributions at end of year2012-12-31$1,839,268
Participant contributions at beginning of year2012-12-31$1,729,149
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$235,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,463
Administrative expenses (other) incurred2012-12-31$9,035
Total non interest bearing cash at end of year2012-12-31$65,156
Total non interest bearing cash at beginning of year2012-12-31$41,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,135,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,884,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,613,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,420,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,653,447
Value of interest in pooled separate accounts at end of year2012-12-31$10,551,634
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,181,257
Interest on participant loans2012-12-31$94,119
Interest earned on other investments2012-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,772,245
Net investment gain/loss from pooled separate accounts2012-12-31$130,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,595,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,862,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : BELFOR GROUP 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,689,949
Total of all expenses incurred2011-12-31$2,795,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,607,782
Expenses. Certain deemed distributions of participant loans2011-12-31$54,458
Value of total corrective distributions2011-12-31$124,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,780,855
Value of total assets at end of year2011-12-31$47,613,018
Value of total assets at beginning of year2011-12-31$45,718,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,872
Total interest from all sources2011-12-31$80,881
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$498,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$498,706
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,591,606
Participant contributions at end of year2011-12-31$1,729,149
Participant contributions at beginning of year2011-12-31$1,647,963
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$662,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$8,872
Total non interest bearing cash at end of year2011-12-31$41,011
Total non interest bearing cash at beginning of year2011-12-31$18,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,894,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,613,018
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,718,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,653,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,810,082
Value of interest in pooled separate accounts at end of year2011-12-31$10,181,257
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,201,225
Interest on participant loans2011-12-31$80,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$39,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,851,976
Net investment gain/loss from pooled separate accounts2011-12-31$181,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,527,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,607,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : BELFOR GROUP 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$30,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,232,997
Total of all expenses incurred2010-12-31$3,165,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,059,626
Expenses. Certain deemed distributions of participant loans2010-12-31$32,315
Value of total corrective distributions2010-12-31$62,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,953,619
Value of total assets at end of year2010-12-31$45,718,645
Value of total assets at beginning of year2010-12-31$39,620,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,763
Total interest from all sources2010-12-31$113,035
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$468,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$468,641
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,257,457
Participant contributions at end of year2010-12-31$1,647,963
Participant contributions at beginning of year2010-12-31$1,443,282
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$103,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$10,763
Total non interest bearing cash at end of year2010-12-31$18,194
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,067,725
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,718,645
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,620,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,810,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$9,201,225
Value of interest in pooled separate accounts at beginning of year2010-12-31$29,731,542
Interest on participant loans2010-12-31$93,360
Interest earned on other investments2010-12-31$19,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$39,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,445,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,412,835
Net investment gain/loss from pooled separate accounts2010-12-31$-715,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,592,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,059,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for BELFOR GROUP 401(K) PLAN

2022: BELFOR GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELFOR GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELFOR GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELFOR GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELFOR GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELFOR GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELFOR GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELFOR GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELFOR GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELFOR GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BELFOR GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BELFOR GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BELFOR GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BELFOR GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1490
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1490
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1432
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1432
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1331
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1331
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1238
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1238
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered982
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered982
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered1004
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered1004
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberJK62476
Policy instance 2
Insurance contract or identification numberJK62476
Number of Individuals Covered890
Insurance policy start date2013-02-26
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,129
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,129
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered848
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,567
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,567
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered831
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,000
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62476
Policy instance 1
Insurance contract or identification numberJK62476
Number of Individuals Covered789
Insurance policy start date2010-02-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 50168-1
Policy instance 2
Insurance contract or identification numberSF 50168-1
Number of Individuals Covered1374
Insurance policy start date2010-01-01
Insurance policy end date2010-02-01
Total amount of commissions paid to insurance brokerUSD $3,080
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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